ChainCatcher report, citing industry sources from the Economic Daily, states that TSMC plans to expand its manufacturing footprint in the United States, following its Arizona facility with a second U.S. campus to build six additional advanced wafer fabs, with Dallas, Texas, emerging as the leading candidate. According to the report, if the second campus proceeds, total investment is expected to exceed the $265 billion allocated for Arizona, integrating Arizona’s wafer manufacturing with Texas’s advanced ecosystem. As of September 28, reporters had not received a response from TSMC; supply chain sources indicated that no preparatory notices have been issued by the owner and the board has not yet approved the plan. TSMC’s current wafer fabrication facility in Phoenix, Arizona, has seen its total investment rise to $265 billion, encompassing six wafer fabs, two advanced packaging plants, and a research and development center. The report notes that TSMC’s rationale for expanding overseas includes proximity to customers, diversification of geopolitical risks, and overcoming constraints on land, water, and electricity resources in Taiwan. U.S. customers accounted for approximately 75.64% of TSMC’s revenue in the first half of 2026. Industry sources suggest that TSMC is responding to demands from clients such as NVIDIA, Intel, AMD, and Apple for local U.S. production, while also facing pressure from the U.S. government threatening to impose tariffs of up to 200% on chipmakers that do not relocate manufacturing to the United States. Dallas and North Texas are known as the “Silicon Prairie,” with existing facilities from Texas Instruments, Coherent, Samsung, and Tesla. The report highlights that Arizona’s facility continues to face challenges including water shortages, power constraints, and labor shortages, whereas Texas offers a robust talent pool, lower tax burdens, and stable electricity supply; supply chain insiders believe the site evaluation is nearing completion.
TSMC is considering a second U.S. campus in Texas, with investment expected to exceed that in Arizona.
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Summary
TSMC is reportedly considering a second U.S. campus in Texas, with plans to construct six advanced wafer fabrication facilities. The Dallas site could attract investment surpassing the $265 billion Arizona facility. This move aligns with a favorable risk-to-reward profile for long-term value investing in crypto and technology. Texas offers a reliable power supply and a robust talent pool, whereas Arizona faces challenges with water and labor shortages. As of September 28, TSMC has not officially confirmed these plans.
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